What is an Inheritor’s Trust?
When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning tool is the trust. There are numerous ...
When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning tool is the trust. There are numerous ...
Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new ...
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has no mercy. Sadly, estate planning is no exception ...
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and ...
Every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation. With each passing day, there are more choices to be made. ...
What constitutes a “large” gift can be relative. If you are considering giving cash or property to someone, a little bit of planning can help avoid negative consequences. This is ...
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were ...
The new year is fast approaching. As we all prepare for the holidays, here are some things that should be on your end-of-year checklist: 1. Make Sure Your Estate Planning ...
The holiday season is a time to enjoy friends, family, and loved ones. Often, we consider our life circumstances and may get in the spirit of giving. This is particularly ...
Creating an estate plan is not a one-time event. You should review your plan periodically, to ensure it is up to date, and make necessary changes if your personal situation ...